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Portland Global Advisors’s Markel Group MKL Stock Holding History

Portland Global Advisors’s Portfolio MKL Stock Details MKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-220
Closed -$271K – 155
2021
Q4 		$271K Sell
220
-150
-41% -$189K 0.05% 137
2021
Q3 		$442K Sell
370
-55
-13% -$67.8K 0.08% 104
2021
Q2 		$504K Buy
425
+105
+33% +$126K 0.1% 93
2021
Q1 		$365K Buy
320
+75
+31% +$80.9K 0.08% 108
2020
Q4 		$253K Sell
245
-5
-2% -$4.98K 0.06% 124
2020
Q3 		$243K Buy
+250
New +$254K 0.07% 109

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Portland Global Advisors's MKL Position: Q1 2022 in Review

Portland Global Advisors sold out of Markel Group (MKL) in Q1 2022, closing a stake of 220 shares — an estimated $271K sold.

Portland Global Advisors first reported a position in MKL in Q3 2020 and held it in 6 quarters. The position peaked at $504K in Q2 2021. 638 funds tracked by Wall St. Rank hold MKL as of Q1 2022.

  • Portland Global Advisors reported no remaining Markel Group position as of Q1 2022 after selling out during the quarter.
  • Portland Global Advisors sold 220 Markel Group shares in Q1 2022, an estimated $271K.
  • Portland Global Advisors first reported a position in Markel Group in Q3 2020 and held it in 6 quarters.
  • Portland Global Advisors's Markel Group position peaked at $504K in Q2 2021.
  • 638 funds tracked by Wall St. Rank held Markel Group as of Q1 2022.

Based on Portland Global Advisors's 13F filing for Q1 2022, filed 10 May 2022.